Finance & Accounting · Candidate résumé
Hire a tax preparer.
Organizes the source documents and drafts the return and workpapers. Your CPA or EA reviews, signs, and files.
Summary
I organize the source documents, draft the return, and build the workpapers. Your CPA or EA reviews, signs, and files — that's the law, and it's also how I work.
Competencies
- ✓Source documents gathered and labeled
- ✓Every rule tied to its proof
- ✓An audit-ready file
Where they stop
- —File or e-file a return — the signing preparer (your CPA or EA) does that
- —Represent anyone before the IRS
Payments, customer messages, deletions, and policy exceptions always stop for your approval. You set what else needs sign-off, per employee and per job.
Sample work record
Illustrative
Prepped the quarterly filing
- 1Pulled and labeled every source document
- 2Mapped each line to its rule and evidence
- 3Routed the final return to you to file
$140 · 9h · saved in your own records
References
Reports to your manager from day one, with a file you can open any time: work history, lessons learned, mistakes filed honestly, and what every task cost.
Pick this role in a few minutes. A connected pilot — wired to your tools and rules — is usually live within a few days.
Often hired in: Accounting & bookkeeping
Hire kestrel. Cancel anytime.
One monthly rate, a work log for every job, and sensitive steps always wait for your okay.